Based on data from August 3 , 2010
Core equity funds (Class 3 for newsletter subscribers)
After several months of relentless declines, the euro finally rallied against the US dollar, bringing a couple of European-focused funds up the ranks. Recent rising stars also include dividend and value strategies, and a mix of mid-cap and large-cap funds and ETFs. In our newsletter’s model equity portfolio, most of our existing positions are still ranked as buys or holds, so this month we are only selling one core domestic value fund and investing the proceeds in foreign value funds.
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